STRATEGIC WEALTH ADVISORS, LLC

2 registered advisors·CRD# 114167

SEC# 801-629471480-998-1798

01

Firm Overview

AUM

$282M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STRATEGIC WEALTH ADVISORS, LLC

2 registered advisors

John Alan Bagley

SCOTTSDALE, Arizona

Laurie Beth Bagley

SCOTTSDALE, Arizona

05

Office Locations

SCOTTSDALE, Arizona

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH ADVISORS, LLC (CRD# 114167) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.